Think folks are starting to get too bearish on the semi's and this may not be quite the bottom but me thinks I smell good long-term value here. For specific names, I am sniffing around on AMAT and actually buying in my own account VSH and would avg… More
Unprecedented build up in capacity along with price wars between Intel and AMD is pulling the average sales price down. Companies serving the wireless handset face slower sales due to gradual shift to lower end phones. Companies likes Intel and Texas… More